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PFP® Advisory Council - Overview

The PFP® Advisory Council’s mandate is to shape and promote the PFP® designation (and the interests of the PFP® community) to the financial services industry and the public. The Council is also responsible for handling complaints against a PFP® designation holder in the rare event that they arise.

The Council consists of 10 - 12 volunteers from across Canada who have a vested interest in the success of the PFP® designation. Members sit on the Council for a 3-year term, with the potential to renew.

PFP® Advisory Council - Responsibilities

The Council oversees the PFP® designation and ensures that it - and its holders - continually meet the highest educational, ethical and professional standards. Key functions of the Council include:

  • Establishing and approving the body of knowledge and competency level required to achieve and maintain the PFP® designation
  • Providing guidance to continually improve the PFP® and its relevance
  • Assisting CSI with shaping the PFP® strategy to ensure the continued growth of the designation
  • Assisting CSI with promoting awareness of the PFP® designation with the industry and the investing public


More on the PFP® Advisory Council.

Interested in Joining the PFP® Advisory Council?

Email us your resume, along with a completed PDF Application.